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Operations

Workflows, systems and the day-to-day running of a small business, and how to take work off the owner’s plate.

Latest in Operations

Podcast · Operations October 30, 2026 How to Take Your Small Business From Paper to Digital A jewelry store ran on handwritten receipts for 30 years before it went digital. Here is what that move looks like, the eight places paper hides in almost every business, and why the real risk was never the paper. By Michael Capozzi

Operations October 24, 2026 A Simple Customer Database Your Team Will Actually Use A family-run jewelry store had tried a point-of-sale system and spreadsheets, and both were too complicated for the people behind the counter. So every sale stayed on paper. Here is what finally worked, and why simple beat powerful. By Michael Capozzi

Operations October 23, 2026 Stop Giving Every Project Its Own Folder Every project gets its own folder, its own board, its own space. It feels like order, and it quietly makes the business impossible to see. Here is what to build instead. By Michael Capozzi

Operations October 23, 2026 Signs Your Business Has Outgrown Spreadsheets If answering one simple question means opening three spreadsheets and matching rows by hand, the problem isn’t your data. It’s the structure your data lives in. Here is how an importing and wholesale company fixed that in 7 days. By Michael Capozzi

Operations October 22, 2026 Set Up Your CRM Before You Spend on Ads Most owners turn on the ads first and figure out the follow-up later. The Vladimirsky Team did it the other way around. Its setup could handle about one lead a week; once the backend was built, it could handle 15 or more, with no leads lost. By Michael Capozzi

Operations October 18, 2026 How to Set Up a Video Studio Anyone Can Use A real estate broker-owner with five offices had a multi-camera studio that only someone who knew the technical setup could run. Now one press starts the cameras, the lights and the recording, and anyone on the team can sit down and record. By Michael Capozzi

Operations October 16, 2026 How to Track Every Lead and Job in One Place Mario Bulfamante & Sons ran on paper, phone calls, texts and one person’s project board. Today every new lead comes in through one form, and every job sits on one board the whole office can see. Here is how a small business can make the same move. By Michael Capozzi

Operations October 14, 2026 Outgrown Monday.com? What Moving to Notion Fixes A managed IT services firm couldn’t say what work it had done for a client, or who did it, without digging through several systems. Here is why the problem was the tool’s structure, not the team, and what changed when the whole company moved to one connected Notion workspace. By Michael Capozzi

Operations October 11, 2022 What is a CRM? Why do I have to keep track of all my past / present / future customers? CRM stands for Customer Relationship Manager. By Michael Capozzi

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